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Our Services

We will continue to offer expansive and comprehensive financial planning services. Our packages are below.

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1

Starter Kit

Get organized and set a course for your financial future

2-3 meetings
6 hrs of work 

  1. Set up Financial Planning software with data entry
     

  2. Ensure accuracy of data and help collect all necessary information
     

  3. Prioritize goals from the goals and service menu
     

  4. Investment analysis with full risk assessment.
     

  5. One quarter of asset management fees waived
     

  6. Add connection to RC with budget tool included
     

  7. Pricing Quote for Expansion Kit included.

PRICING
4 months @ $75 per month or
$275 one time fee

2

Expansion Kit

A deeper collaboration with your financial planning team that builds off of your initial set up.

3-4 meetings : 10 hrs of work
1 Workshop

  1. Starter Kit services
     

  2. Goal achievement strategies and assistance in implementation
     

  3. Workshop or Employee Benefit Analysis
     

  4. After plan completion, reduced retainer subscription available

PRICING
Quote Included with Starter Kit of available upon request – determined
by estimated hours and complexity

3

One Offs

Additional services offered through Vertical Charter Investments, LLC

Meetings:
As needed after setup

  • Estate Planning: Available after initial setup
     

  • Advanced College Planning Includes: FAFSA analysis, tuition saving techniques, scholarship availability and  qualifications, school comparisons, and much more.

PRICING
Quotes as Needed
and Upon Request

DIY Consultancy

Are you someone who enjoys trading and managing your portfolio independently but wishes you had someone to talk to for guidance for trading strategies and portfolio construction. Our service is designed just for you! With us, you can get the support you need while maintaining your personal trading style. Experience the perfect blend of independence and expert advice today.​

 

Professional Consultancy

At Vertical Charter Investments, we collaborate closely with you to identify qualified professionals, such as tax attorneys, CPAs, and other professionals, who can help you meet your financial goals. We will be there to do due diligence and also work with your through the interview process to help you find the most qualified professional to fit your needs.

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